Free Trial

Evercore (EVR) Competitors

Evercore logo
$312.41 -5.26 (-1.66%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$312.79 +0.37 (+0.12%)
As of 09/3/2025 06:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

EVR vs. AMP, GS, HLI, JEF, KKR, LAZ, MC, MS, PIPR, and SF

Should you be buying Evercore stock or one of its competitors? The main competitors of Evercore include Ameriprise Financial (AMP), The Goldman Sachs Group (GS), Houlihan Lokey (HLI), Jefferies Financial Group (JEF), KKR & Co. Inc. (KKR), Lazard (LAZ), Moelis & Company (MC), Morgan Stanley (MS), Piper Sandler Companies (PIPR), and Stifel Financial (SF). These companies are all part of the "finance" sector.

Evercore vs. Its Competitors

Evercore (NYSE:EVR) and Ameriprise Financial (NYSE:AMP) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership, profitability and dividends.

Evercore presently has a consensus price target of $284.29, suggesting a potential downside of 9.00%. Ameriprise Financial has a consensus price target of $534.71, suggesting a potential upside of 5.54%. Given Ameriprise Financial's higher possible upside, analysts clearly believe Ameriprise Financial is more favorable than Evercore.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.44
Ameriprise Financial
2 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.13

Evercore has a beta of 1.48, meaning that its share price is 48% more volatile than the S&P 500. Comparatively, Ameriprise Financial has a beta of 1.27, meaning that its share price is 27% more volatile than the S&P 500.

Evercore pays an annual dividend of $3.36 per share and has a dividend yield of 1.1%. Ameriprise Financial pays an annual dividend of $6.40 per share and has a dividend yield of 1.3%. Evercore pays out 30.5% of its earnings in the form of a dividend. Ameriprise Financial pays out 19.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Evercore has increased its dividend for 18 consecutive years and Ameriprise Financial has increased its dividend for 21 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

86.2% of Evercore shares are owned by institutional investors. Comparatively, 84.0% of Ameriprise Financial shares are owned by institutional investors. 6.1% of Evercore shares are owned by company insiders. Comparatively, 0.6% of Ameriprise Financial shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Ameriprise Financial has higher revenue and earnings than Evercore. Ameriprise Financial is trading at a lower price-to-earnings ratio than Evercore, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$2.98B4.05$378.28M$11.0028.40
Ameriprise Financial$17.26B2.77$3.40B$32.1415.76

Ameriprise Financial has a net margin of 18.30% compared to Evercore's net margin of 14.22%. Ameriprise Financial's return on equity of 65.90% beat Evercore's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore14.22% 27.29% 13.72%
Ameriprise Financial 18.30%65.90%2.02%

In the previous week, Ameriprise Financial had 25 more articles in the media than Evercore. MarketBeat recorded 26 mentions for Ameriprise Financial and 1 mentions for Evercore. Ameriprise Financial's average media sentiment score of 1.31 beat Evercore's score of 0.91 indicating that Ameriprise Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Evercore
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ameriprise Financial
21 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Ameriprise Financial beats Evercore on 12 of the 20 factors compared between the two stocks.

Get Evercore News Delivered to You Automatically

Sign up to receive the latest news and ratings for EVR and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EVR and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

EVR vs. The Competition

MetricEvercoreFIN IndustryFinance SectorNYSE Exchange
Market Cap$12.41B$102.64B$12.61B$21.38B
Dividend Yield1.04%1.88%5.43%3.49%
P/E Ratio28.4016.92228.9329.08
Price / Sales4.055.8531.5548.93
Price / Cash29.5123.7619.0618.29
Price / Book6.283.472.335.30
Net Income$378.28M$6.24B$1.01B$998.51M
7 Day Performance-4.07%-1.82%-0.37%-0.63%
1 Month Performance3.96%0.68%3.19%4.90%
1 Year Performance31.90%53.75%542.33%13.95%

Evercore Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EVR
Evercore
4.764 of 5 stars
$312.41
-1.7%
$284.29
-9.0%
+31.7%$12.41B$2.98B28.402,380
AMP
Ameriprise Financial
4.5048 of 5 stars
$515.46
-0.2%
$534.71
+3.7%
+14.6%$48.53B$17.26B16.0413,600Positive News
GS
The Goldman Sachs Group
4.7094 of 5 stars
$745.48
-0.8%
$660.00
-11.5%
+49.5%$225.60B$126.85B16.4346,500Trending News
HLI
Houlihan Lokey
4.7295 of 5 stars
$199.40
-0.7%
$206.40
+3.5%
+26.5%$14.01B$2.39B33.571,100Positive News
JEF
Jefferies Financial Group
3.9594 of 5 stars
$64.89
-0.9%
$66.00
+1.7%
+11.4%$13.38B$7.03B24.497,822Trending News
Short Interest ↑
KKR
KKR & Co. Inc.
4.9856 of 5 stars
$139.61
-0.3%
$158.07
+13.2%
+13.8%$124.28B$21.88B64.934,834Positive News
LAZ
Lazard
4.0681 of 5 stars
$57.15
-1.0%
$52.33
-8.4%
+13.6%$6.45B$3.05B19.713,263
MC
Moelis & Company
3.0601 of 5 stars
$71.97
-1.3%
$66.00
-8.3%
+8.3%$5.66B$1.19B28.331,309Positive News
MS
Morgan Stanley
4.3743 of 5 stars
$150.50
+0.2%
$138.25
-8.1%
+49.5%$240.22B$107.29B17.0480,000Trending News
PIPR
Piper Sandler Companies
N/A$333.48
-1.5%
$312.50
-6.3%
N/A$5.90B$1.53B28.141,805Positive News
SF
Stifel Financial
4.1479 of 5 stars
$115.37
-0.9%
$115.78
+0.3%
+32.9%$11.78B$4.97B22.369,000Positive News
Short Interest ↑

Related Companies and Tools


This page (NYSE:EVR) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners